CDW · News · 20260805N

AI Infrastructure Demand

CDW Corp · 2026-08-05 · Importance 36 · Surprise 40

CDW’s second-quarter net sales growth was attributed to customer investment in infrastructure modernization, artificial-intelligence readiness, cloud technologies and security. Demand was particularly strong for data storage, servers and networking equipment as customers bought AI infrastructure. Large enterprise and government customers were identified as important drivers, with CDW’s diversified portfolio and full-stack capabilities helping it address increasingly complex technology environments. Hardware sales increased 10% year over year, while service revenues were described as stagnant.

Key facts

• Record second-quarter results: net sales reported as $6.6 billion, up 10% year-over-year, driven by demand for infrastructure modernization, artificial intelligence readiness and security. source
• CDW stated demand for AI readiness and infrastructure modernization, particularly within large enterprise and government segments, helped drive record net sales and EPS in Q2 2026. source